When opening the page of an organisation I would like to see all (pending) activities from contacts belonging to this organisation...

E.G. I have a meeting scheduled with Barbara (working for the organisation APR) and a meeting scheduled with Benny (who is also working for APR) ...
Can I see both of these meetings when I open the APR page?

It would be useful to be able to search organisations by postcode. We have a lot of organisations with long or similar names, so when they phone up it would be a lot easier to enter their postcode into the search box

We have a client who own/operate a number of nightlife venues. For each venue, there is a manager, tech and delivery contact. When I get a call from Venue A's tech, I need to see that the tech is at that venue and the venue is part of the organisational group. Being able to delegate venues as members of an organisation would make that easy. As would being able to delegate multiple venues as rooms in a conference centre to the conference centre organisation.

As a team multiple people can be adding an organisation, contact or venue at the same time, and having to search for every contact before adding someone to see if they are already on there is very long winded, Surely there has to be a way of stopping the duplication of records when they are being created, even if this is just changing the name field to an auto-populate field so that you can see the contact/organisation/venue already exists.

What would be great is to expand on some CRM functions for enabling us to keep in contact and maintain relationships with clients.

Some functions that would be useful for us would include:

Pre defined sequence of tasks - So for example you can pre define a task that will automatically create an activity when you send out a quotation to a client. This activity could be to follow up the quotation with a phone call after say 5 days. or define a task that will schedule an activity to book sub contractors and sub hires for opportunities that are approaching in 3 weeks time.

The ability to pull up a list of clients we have not worked with in the last year so we can send out a mail chimp email to those clients.

More streamlined way of adding clients esp contacts into the system.

The ability for the system to link to Linked in and other social media APIs so client info can be pulled into Current.

What would be great is to expand on some CRM functions for enabling us to keep in contact and maintain relationships with clients.

Some functions that would be useful for us would include:

Pre defined sequence of tasks - So for example you can pre define a task that will automatically create an activity when you send out a quotation to a client. This activity could be to follow up the quotation with a phone call after say 5 days. or define a task that will schedule an activity to book sub contractors and sub hires for opportunities that are…

Some venues we visit regularly have 2, 3 or sometimes even more rooms or room options.
When assigning a venue to a job it would be great to have the room options come up on a tick list, this would enable us to easily select th relevant room quickly and easily.

The possibility of synchronizing contacts and organizations through CardDav servers (f.e.fruux) would be fabulous. In this way we could have automatically synchronized contacts Current, computer and smartphone. Thank you

Sometimes when viewing organisations/venues/contacts its useful to be able to view these on a map so that you can see who the closest supplier is to a venue or other venues close by. Especially when doing venue searches in London.

Its be really great if when booking out equipment via the opportunity tab, if when selecting the organisation, it flagged up if they have previously returned late, or not paid on time etc. Due to the nature of our rentals, this would be extremely helpful.

When I click through to a client (Organisation) or Venue (Venue) I can see a nice list of Opportunities that are linked to them. It would be great if just below this list we could have a list of Projects that are similarly linked.

Would be great if I wanted to make a company wide activity, if I could make a group that included everyone, or departments (audio, lights or sales for example). Instead of having to add everyone individually.

Simply add a Venue, Organization or Contact area to Drag and Drop a VCard to. Or allow a drop down selection after dropping the VCard. Getting really tired of cutting and pasting organizational details when it would be so easy to add this option.